Practical Strategies For Optimizing Your Executive Search Platform

Webinar
Tue March 31, 2026
3:00 pm ET / 12:00 pm PT

Every executive search firm has their own bespoke process.

From where researchers track and manage candidate data - to how partners engage clients and manage relationships, your process is what sets you apart from competitors and your software should flex and adapt to align directly with that process.

In our upcoming webinar we explore best practices for how to optimize and configure your software to enhance and drive team, search and candidate performance - all without the cost of added customization including:

  • Building out firm-specific custom fields and attributes to organize candidates, capture unique metrics and configure search-specific client dashboards.

  • Personalizing flows and views to meet the demands and priorities at every level of your firm - from the Researcher to Partner

  • Reevaluating your candidate statuses and how to revise them as your firm, team and search workload grows

  • Customizing candidate profiles to prioritize insights and data that matters most across the search cycle.

Join us to see how a few simple configuration changes can significantly improve how your firm manages searches and streamlines team performance.

Optimization and best practices for executive search software configuration

About our speakers

Thaddeus Andres

Director of Marketing
Clockwork Recruiting

Thaddeus Andres is the Director of Marketing for Clockwork. He has worked within the executive search industry for over 14 years as a leading voice and expert in marketing strategy and execution. His prior experience includes working with organizations such as the Association of Executive Search Consultants (AESC), IIC Partners Executive Search Worldwide, The Cluen Corporation, and more. From global search organizations and boutique search firms to independent search consultants, Thaddeus has run and implemented marketing strategies at every level from thought leadership to social media.

In 2021 Thaddeus founded Retaindly, a marketing agency that focuses exclusively on marketing for search firms. He has served as the Director of Marketing at Clockwork Recruiting for over a year and half and currently resides in southern California. 

Purpose-built software for executive search firms. Learn more.

Get a customized demo and experience how Clockwork's executive search crm and software is purpose-built to support a retained executive search process. If you have any questions, get in touch with us.